Amit Lodha

Are you paying too much for tech stocks?

Today, technology firms are attracting large premiums based on forecasts of growth in perpetuity. But could the tech leaders of today be the AOLs and the Yahoos of tomorrow?

And who will be the new disruptors?

04 April 2019 | Amit Lodha
Welcome to 2019! A year of divided outcomes

Welcome to 2019! A year of divided outcomes

There are always reasons to worry but most of the time with a bottom-up mindset one can get on with investing without spending too much time on the macro. 2019 is unlikely to be one of those years but I can't help feeling more positive tactically while still cautious structurally on global equities. 

10 January 2019 | Amit Lodha
2019 outlook: Global equities

2019 outlook: Global equities

As we move towards 2019, investors must guard against the market rotation, as the sectoral distribution of returns tends to change during such periods.

12 December 2018 | Amit Lodha
The winners of tomorrow

The winners of tomorrow

A decade ago, the top ten companies in the world were dominated by China and energy companies. Today, seven of the top ten are technology companies. So how do we find tomorrow's winners today?
 

11 December 2018 | Amit Lodha
'Technology' capex: a virtuous or vicious cycle?

'Technology' capex: a virtuous or vicious cycle?

Amit asks the question is tech innovation driving higher ROICs, or is it innovation for innovation’s sake?

14 November 2018 | Amit Lodha
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